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Financial planning in Wexford, PA

12 advisers in Wexford offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 12

4th River Financial Group, INC.7500 Brooktree Rd, Suite 100 · Wexford, PA 15090 · (888) 261-8853 · Financial planningCRD 149058 · % of assets, Hourly charges · $66.6 million AUMState registeredNo commissions reportedAspire Wealth Architects150 N Meadows Drive, Suite 220 · Wexford, PA 15090 · (412) 879-0584 · Financial planningCRD 297090 · % of assets · $290.3 million AUMSEC registeredNo commissions reportedDrazga Wealth Advisors, LLC9500 Brooktree Road, Suite 302 · Wexford, PA 15090 · (724) 799-8759 · Financial planningCRD 151107 · % of assets, Hourly charges · $65.1 million AUMState registeredNo commissions reportedEamon Capital Management, LLC7500 Brooktree Road, Suite 100 · Wexford, PA 15090 · (412) 324-4006 · Financial planningCRD 309470 · % of assets, Hourly charges · $14.5 million AUMState registeredNo commissions reportedGibson Capital, LLC6600 Brooktree Court, Suite 2200 · Wexford, PA 15090 · (724) 934-3200 · Financial planningCRD 148836 · % of assets, Hourly charges, Fixed fees · $3.0 billion AUMSEC registeredNo commissions reportedGuardian Capital, LLC109 Vip Drive · Wexford, PA 15090 · (724) 934-3050 · Financial planningCRD 156015 · % of assets, Hourly charges, Fixed fees · $128.1 million AUMSEC registeredNo commissions reportedKey Wealth Management, INC.9500 Brooktree Road, Suite 102 · Wexford, PA 15090 · (724) 934-9196 · Financial planningCRD 313173 · % of assets · $48.6 million AUMState registeredNo commissions reportedKeystone Investment Advisors, LLC10521 Perry Highway, Suite 310 · Wexford, PA 15090 · (412) 217-6241 · Financial planningCRD 150622 · % of assets, Hourly charges, Fixed fees · $66.5 million AUMState registeredNo commissions reportedMuhlenkamp & CO INC5000 Stonewood Drive, Suite 300 · Wexford, PA 15090 · (724) 935-5520 · Financial planningCRD 110787 · % of assets, Hourly charges · $435.8 million AUMSEC registeredNo commissions reportedSuccess Wealth Management LLC11676 Perry Highway, Suite 1207 · Wexford, PA 15090 · (724) 934-8128 · Financial planningCRD 299094 · % of assets, Fixed fees · $110.5 million AUMSEC registeredNo commissions reported
Three Rivers Executive Consulting, LLC3000 Stonewood Dr, Suite 330 · Wexford, PA 15090 · (412) 293-4500 · Financial planningCRD 311549 · % of assets, Hourly charges, Fixed fees · $86.5 million AUMState registeredNo commissions reportedWexford Wealth Advisors LLC11676 Perry Highway, Suite 2103 · Wexford, PA 15090 · (724) 934-7700 · Financial planningCRD 288407 · % of assets, Hourly charges, Fixed fees · $68.9 million AUMState registeredNo commissions reported